See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,907 | $80,673+12.7% | $101,326-10.3% | $84,808+7.2% |
| Participation rate | 98.2% | 77.8%+20.4pp | 81.5%+16.7pp | 68.3%+29.9pp |
| Annual return | 21.27% | 38.95%-17.7pp | 36.82%-15.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,806 | $6,840+101.8% | $7,994+72.7% | $4,212+227.8% |
| Admin fee / account holder | $13,627 | $12,784+6.6% | $11,185+21.8% | $7,344+85.6% |